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Getting Started

Becoming a Client is Simple and Streamlined

We’re so glad
you’re here!

We believe financial success by itself is hollow – it is only when combined with a vibrant, fulfilling life that one can find true happiness and joy.

Our commitment to you is to deliver more than just a financial plan – we concentrate our time and effort on implementing a strategy that encompasses the most important aspects of your life and truly speaks to your character and objectives.

It is important that our first interactions with one another establish a strong foundation, setting the tone for a beneficial and long-standing relationship. This process places emphasis in understanding who you are and what is most important, which is why we give you several opportunities to share with us before we set out to solve your financial priorities.

The Stewardship Experience

We strive to establish each client relationship transparently and comfortably. Here’s what you can expect when deciding to work with us:

Step 1: Intro Call

It starts with a brief conversation. One of our advisors will introduce you to Stewardship Wealth Advisors, answer any initial questions, and share what comes next as we begin getting to know one another. After our call, we'll send you an Intro Kit so you can learn a little more about us before we meet.

Step 2: FIT Meeting

We'll welcome you to our office for a conversation focused on one important question:

Are we the right fit for one another?
We'll learn about your priorities and what you're looking for in an advisory relationship while sharing more about how we work, the value we provide, and what you can expect as a client of Stewardship Wealth Advisors. There are no decisions to make during this meeting - just an opportunity for both of us to determine whether a partnership makes sense.

Step 3: Discovery Meeting

Once we've made a mutual decision to move forward, we'll begin truly getting to know you by taking a deeper look at your financial and personal life through the four areas that shape your story: Family, Occupation, Recreation, and Money.
This conversation gives us the insight and information needed to understand where you are today, what matters to you, and where you want to go.

Step 4: Financial Action Plan Meeting

With a complete understanding of your priorities and financial life, we'll present your personalized Financial Action Plan. Together, we'll walk through our recommendations, answer your questions, and establish the priorities and next steps that will guide our work together. From there, we begin putting your plan into action.

And Our Work is Just Beginning.

Once your plan is in motion, we'll help coordinate the transfers, accounts, and other details necessary to bring everything together. We'll check in to answer questions, make sure you're comfortable with your plan, and help you navigate the technology you'll use along the way. Our goal is to ensure you feel informed, connected, and confident as we move forward together.

 

Because becoming a client isn't the end of our process. It's the beginning of our relationship.

If you are ready to begin your next steps to financial freedom, schedule your next conversation with us

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Begin your journey towards financial freedom today. We know we can help you and we look forward to meeting you.